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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2019-04-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2019-07-10 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2002 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 04/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
SUMMIT TAX POSITION: Tax preparer NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2009 ADDRESS: 2372 Sweet Home Road, Amherst NY 14228, United States DESCRIPTION: Personal income tax preparation for clients and others. Duties are almost exclusively performed during tax months of February, March and April.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
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